U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A MASTER TRUST FOR THE INVESTMENT - INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES, TIP AND THE JOHN HANCOCK SAVINGS AND INVESTMENT PLAN, SIP | BOSTON MA | — | $2.5B | $23.8M |
| 2 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A THE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES | BOSTON MA | 4,860 | $2.4B | $22.7M |
| 3 | BOARD OF TRUSTEES, HEATING PIPING AND REFRIGERATION MEDICAL FUND HEATING PIPING AND REFRG. MED. FUND |
CAPITOL HEIGHTS MD |
| 5,187 |
| $181.1M |
| $12.1M |
| 4 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A JOHN HANCOCK SAVINGS AND INVESTMENT PLAN | BOSTON MA | 33 | $116.3M | $1.1M |
| 5 | CARLISLE LLC CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN | MEMPHIS TN | 2,424 | $13.6M | $234K |
| 6 | KOOPMAN LUMBER COMPANY, INC. KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN | WHITINSVILLE MA | 381 | $29.6M | $179K |
| 7 | LRK INC. LRK INC. 401(K) PLAN | MEMPHIS TN | 119 | $25.6M | $45K |
| 8 | MOSS HOLDING COMPANY MOSS HOLDING COMPANY 401(K) PLAN | FRANKLIN PARK IL | 226 | $14.5M | $43K |
| 9 | AMB & RG ENTERPRISES, LLC BERTERA DEALERSHIPS 401(K) PLAN & TRUST | WEST SPRINGFIELD MA | 209 | $12.7M | $22K |
| 10 | MILO'S TEA COMPANY, INC. MILO'S TEA COMPANY, INC. RETIREMENT SAVINGS PLAN | BESSEMER AL | 773 | $21.8M | $19K |
